Salesforce

Update opportunities, enrich accounts and prepare pipeline reviews every Monday. Connect Salesforce in two clicks and choose exactly what each agent is allowed to read and change.

What agents can do

• Read crm data with scoped, read-only access by default

• Take actions in Salesforce only after the steps you approve

• Combine Salesforce with any other connected tool in one workflow

How to connect

• Open Integrations in your 3 Kones workspace

• Choose Salesforce and sign in with your account

• Pick the permissions and agents that can use it

Security

Tokens are encrypted at rest, every action is written to the audit log and your data is never used to train models.